Medical Device ETF (159873) Transaction Volume and Net Subscriptions of 2 Million Shares Both Rank First Among Same-Category Products on SZSE, Institutions Say: Innovative Medical Devices Enter Accelerated New Stage

How can AI and policy support accelerate the development of innovative medical devices?

On March 17, the three major indices all declined in the early trading session. By the close of the morning, the Shanghai Composite Index fell by 0.04%, the Shenzhen Component Index dropped by 0.40%, and the ChiNext Index declined by 0.58%. The CSI All Share Healthcare Equipment and Services Index rose by 0.09%. Among its constituent stocks, JiDan Bio hit the daily limit, Zhonghong Medical and Rejing Bio rose over 2%, Huatai Medical, Wandong Medical, and Yingkang Life increased by over 1%, and Haitai New Light and New Industry, among others, also gained.

Regarding related ETFs, Wind data shows that the Medical Equipment ETF (159873) had a trading volume of 5.32 million yuan in the morning, with a net subscription of 2 million units, ranking first among similar products in the Shenzhen market. The ETF’s latest circulating shares are 460 million, with a current circulation scale of 273 million yuan.

The Medical Equipment ETF (159873) tracks the CSI All Share Healthcare Equipment and Services Index, which has a high allocation to brain-computer interface concepts, accounting for over 19%. Its constituent stocks on the STAR Market and ChiNext make up nearly 80%, covering brain-computer interface concept stocks such as Sanbo Brain, Xiangyu Medical, and Weisi Medical.

Guojin Securities pointed out that the pace of innovation in medical devices is entering a new accelerated phase, with promising opportunities for domestic leading companies. Recently, policies and industry dynamics in the medical device sector have been intensive, with innovation support and international expansion progressing simultaneously. The National Medical Products Administration (NMPA) has continuously approved new innovative medical devices, focusing on core areas such as brain-computer interfaces and high-end imaging equipment in its priority review catalog. Meanwhile, the National Healthcare Security Administration has established new charging standards for related medical services like surgical robots, which could further speed up the adoption of innovative products in hospitals. Opportunities are emerging across multiple tracks including brain-computer interfaces, surgical robots, intelligent diagnostics, and biomaterials. The industry is entering a new development stage centered on clinical value, and leading domestic companies are expected to accelerate their growth.